PATHSTONE FAMILY OFFICE, LLC - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 36 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q3 2023$367,249
+282.6%
24,933
+380.1%
0.00%
-25.0%
Q4 2020$96,000
+68.4%
5,193
+66.5%
0.00%
-33.3%
Q3 2020$57,000
+5.6%
3,118
+1.9%
0.01%0.0%
Q2 2020$54,000
-5.3%
3,059
+2.0%
0.01%
-25.0%
Q1 2020$57,0003,0000.01%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q1 2021
NameSharesValueWeighting ↓
Penn Mutual Asset Management, LLC 199,841$2,943,6582.76%
Pettinga Financial Advisors LLC 204,957$3,019,0190.91%
Herr Investment Group LLC 693,783$10,219,4240.78%
Consolidated Portfolio Review Corp 176,665$2,602,2780.63%
Allie Family Office LLC 20,000$294,6000.24%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 42,591$627,3650.21%
Atlas Wealth LLC 51,296$755,5900.14%
OPTIMUM INVESTMENT ADVISORS 17,259$254,2290.13%
Penserra Capital Management LLC 415,655$6,1220.13%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 17,137$252,4280.13%
View complete list of DOUBLELINE YIELD OPPORTUNITI shareholders